See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,004 | $72,400+67.1% | $67,502+79.3% | $145,922-17.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 6.71% | 7182.46%-7175.8pp | 3512.12%-3505.4pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,407 | $3,069+43.6% | $2,731+61.4% | $4,660-5.4% |
| Participant deferral / active EE | $13,519 | $4,783+182.7% | $4,000+238.0% | $6,688+102.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |